LUSID for Technology Teams

LUSID, the API-first, SaaS native investment data management system, gives you the tools, documentation, ecosystem, and reference implementations to integrate, extend, and create bespoke solutions around a consolidated source of your investment data.

LUSID for Operations

Why use LUSID?

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Open architecture enables easy integration with existing platforms via open APIs
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Extend functionality with a marketplace of integrated solution and data providers
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Easily extend or calculate properties on any object including transactions, investments, prices, etc.
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Script bespoke portfolio simulations, analytics and valuation models
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Zero capital outlays, no hardware or upfront build costs
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Easily process, understand and control growing volumes of complex data
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Create granular entitlements to control and permission data
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Securely share data between clients, service suppliers and internal departments
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Leverage an open ecosystem of developers, documentation, and code examples

How can I use LUSID

LUSID provides a comprehensive set of SDKs and example implementations to extend functionality beyond that of a standard portfolio management, investment risk, or enterprise data management system.

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Easily load investment data from other systems

Reduce IT complexity and system maintenance. Consolidate investment data into one system

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Get a consolidated view of your data

Perform n-way reconciliation, and on-the-fly position derivation on an event-driven, immutable data store that can reproduce any historical valuation and compare it to third party data

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Strategy and idea backtesting

Improve your machine learning back testing strategies with a consolidated investment data set

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Recreate any valuation or prior state of your records

Access all market and positional data along two-time dimensions, business validity (e.g. price date), and system validity (when data entered the system)

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Eliminate separate Dev and UAT environments

Use our proprietary scopes and entitlements to mirror data from production and modify it within the same instance without impacting production

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Collaborate with like-minded engineers

Work with our growing community of developers on GitHub with open source implementations in Jupyter notebooks to solve the most complex data challenges

MovementsEnginePortfoliosHoldingsCorporateActionsEventRegisterReconciliationRecipeSystemJobSchedulingSystemPMSValuationsODBCDriversAccessTelemetryRoleBasedAccessPoliciesDailyPerformanceWebApplicationExcelAddInRiskSDK

Invested in security

FINBOURNE implements financial industry best practice built on top of AWS world class physical security.

Our Sandbox and QA environments all benefit from the same enterprise level security.

Product roadmap

Find out the latest updates on what we’ve released, what we’re working on and what we’re planning to work on

Go to roadmap
roadmap screen

Developer resources

API

Start transforming how you manage investment data today.

Check out our APIs:

API docs

Github

Visit our GitHub to find SDks in C#, Java, Javascript and Python which interact with the LUSID API

Visit Github

Swagger

Visit our knowledge base where you can find links to the swagger documentation for LUSID's sub-applications

Read more

LUSID integrations

TradeMadeVolmasterEDI
Contact us

Want to learn more?

Contact us to find out how we can help you and your firm. We work quickly so tell us your challenges and we'll outline how LUSID can solve them for you and your fund.

Contact us
Schedule a demo

Schedule a demo

Click here to schedule a live demo with one of our representatives

Book a demo

Events and insights

blogs

Engineering,FINBOURNE Five

Empowering your cloud journey with a SaaS data management platform

Welcome back to FINBOURNE Five, our series of short ‘explainer’ blogs on all things data management, in five minutes or less. In this second installment, Sales Engineer, Stephen LeMasney, explores the critical factors to consider when looking for a SaaS data management platform, and why a cloud-native platform with innate financial sense is crucial to gaining immediate value and driving operational growth.

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Podcasts

7 September 2022

The Fintech Scaling Show: Unlocking Workforce Value to Scale with Thomas McHugh

Listen to FINBOURNE CEO and Co-founder, Thomas McHugh in conversation with Richard Doherty, Founder of Scale Up Consulting on the Fintech Scaling Show. The podcast explores how technology has transformed the way we work and the transition businesses now need to make, to empower and enable their workforce.

Like many businesses, FINBOURNE has evolved in this newly hybrid world. Tom explains how we nurture a flexible, open and collaborative environment for employees, highlighting the importance of open dialogue and innovation to grow productivity and scale-up.

Click here to listen
blogs

Culture and Diversity

Life as a Summer Intern at FINBOURNE

In the latest edition of our ‘Life at FINBOURNE’ series, we speak to Kevin Roice, one of eight Durham University graduates to join this year’s summer internship programme. Hear about Kevin’s experience, what he enjoyed most and why he thinks FINBOURNE is an excellent place for interns to kick start a career in FinTech.

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